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Asset Manager ← All Institutions

COMERICA BANK

Q3 2025 · Filed 2025-11-14
Market Value
$26.5B
+3.2%
Holdings
3,725
-13
New Purchases
120
Added To
1,149
Closed
111
Reduced
1,803
Top 10 Concentration
23.0%
Turnover
6.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.25% 2.85% +0.41% $863M
GOOGL 1.25% 0.98% +0.27% $331M
IVV 2.56% 2.30% +0.26% $678M
NVDA 2.86% 2.61% +0.25% $760M
GOOG 0.96% 0.75% +0.21% $255M
FIX 0.49% 0.32% +0.18% $131M
TSLA 0.63% 0.48% +0.15% $168M
APP 0.14% 0.04% +0.10% $37M
WYNN 0.11% 0.01% +0.10% $29M
CHRW 0.11% 0.01% +0.09% $29M
ORCL 0.54% 0.45% +0.09% $144M
BLDR 0.11% 0.02% +0.09% $28M
ABBV 0.68% 0.60% +0.09% $182M
JNJ 0.59% 0.52% +0.08% $158M
BE 0.08% 0.01% +0.08% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ANSS 0.00% 0.43% -0.43% $0
LLY 4.30% 4.56% -0.26% $1.1B
MSFT 3.42% 3.55% -0.13% $906M
AMZN 1.62% 1.73% -0.12% $429M
EAT 0.03% 0.14% -0.11% $8M
V 0.74% 0.84% -0.10% $196M
TXRH 0.01% 0.10% -0.09% $3M
BMI 0.01% 0.10% -0.09% $2M
META 1.15% 1.24% -0.09% $304M
LNTH 0.00% 0.09% -0.09% $938K
VWO 0.22% 0.30% -0.08% $59M
BFAM 0.04% 0.11% -0.08% $10M
TW 0.00% 0.08% -0.07% $445K
SPY 1.09% 1.16% -0.07% $289M
ROL 0.04% 0.12% -0.07% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $11.1B 41.9%
Large Cap 828 $12.2B 46.0%
Mid Cap 1,144 $2.7B 10.0%
Small Cap 1,266 $504M 1.9%
Micro Cap 419 $53M 0.2%

Portfolio Analytics

Avg Market Cap
$26.1B
Median Market Cap
$2.5B
Avg P/E
32.5
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
2,225
# ETFs / Funds
1,500

Top Holdings (3,725 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 4.30% 1,494,762 $1.1B $763.00 -$31M -7,898 -0.5%
2 MSFT 3.42% 1,749,955 $906M $517.95 -$6M -83,892 -4.6%
3 AAPL 3.25% 3,387,334 $863M $254.63 $131M -176,995 -5.0%
4 NVDA 2.86% 4,071,982 $760M $186.58 $88M -181,759 -4.3%
5 IVV 2.56% 1,013,373 $678M $669.30 $87M +61,748 +6.5%
6 AMZN 1.62% 1,952,729 $429M $219.57 -$17M -79,009 -3.9%
7 JPM 1.31% 1,104,797 $348M $315.43 $11M -58,571 -5.0%
8 GOOGL 1.25% 1,361,988 $331M $243.10 $78M -71,589 -5.0%
9 AVGO 1.24% 997,638 $329M $329.91 $22M -115,045 -10.3%
10 META 1.15% 413,985 $304M $734.38 -$14M -16,679 -3.9%
11 SPY 1.09% 433,918 $289M $666.18 -$10M -50,406 -10.4%
12 IWF 1.09% 614,880 $288M $468.41 $12M -36,008 -5.5%
13 GOOG 0.96% 1,045,565 $255M $243.55 $63M -35,567 -3.3%
14 HD 0.89% 582,588 $236M $405.19 $18M -11,969 -2.0%
15 V 0.74% 574,913 $196M $341.38 -$20M -32,875 -5.4%
16 IWD 0.74% 960,531 $196M $203.59 $110K -45,720 -4.5%
17 IWB 0.74% 534,606 $195M $365.48 $7M -18,966 -3.4%
18 ABBV 0.68% 784,608 $182M $231.54 $28M -40,924 -5.0%
19 IJH 0.68% 2,780,962 $181M $65.26 $8M -18,816 -0.7%
20 AGG 0.64% 1,684,804 $169M $100.25 $9M +74,834 +4.7%
21 TSLA 0.63% 377,244 $168M $444.72 $45M -9,173 -2.4%
22 EFA 0.63% 1,784,194 $167M $93.37 -$13M -222,917 -11.1%
23 XOM 0.61% 1,433,833 $162M $112.75 $515K -61,062 -4.1%
24 BRK-B 0.60% 316,597 $159M $502.74 -$9M -28,779 -8.3%
25 JNJ 0.59% 851,226 $158M $185.42 $24M -22,144 -2.5%
26 WMT 0.56% 1,430,245 $147M $103.06 -$807K -85,490 -5.6%
27 ORCL 0.54% 511,111 $144M $281.24 $28M -19,326 -3.6%
28 MGK 0.53% 348,315 $140M $402.42 -$467K -35,759 -9.3%
29 IJR 0.51% 1,143,144 $136M $118.83 $13M +20,508 +1.8%
30 FIX 0.49% 158,406 $131M $825.18 $50M +7,127 +4.7%
31 CVX 0.49% 830,298 $129M $155.29 $14M +26,707 +3.3%
32 RTX 0.45% 716,292 $120M $167.33 $10M -38,943 -5.2%
33 PG 0.44% 754,385 $116M $153.65 -$9M -32,622 -4.2%
34 IVW 0.43% 952,775 $115M $120.72 $7M -32,681 -3.3%
35 AVLV 0.42% 1,558,581 $113M $72.26 $6M -2,438 -0.2%
36 COST 0.42% 119,237 $110M $925.64 -$15M -7,092 -5.6%
37 MA 0.41% 192,220 $109M $568.81 -$2M -5,514 -2.8%
38 VEA 0.41% 1,818,725 $109M $59.92 $12M +118,430 +7.0%
39 DFAX 0.40% 3,421,443 $107M $31.38 $6M -38,112 -1.1%
40 IEFA 0.40% 1,227,200 $107M $87.31 $6M +15,437 +1.3%
41 CSCO 0.40% 1,552,451 $106M $68.42 -$7M -80,278 -4.9%
42 BIV 0.39% 1,330,635 $104M $78.09 $2M +9,736 +0.7%
43 ABT 0.39% 765,043 $102M $133.94 -$5M -22,808 -2.9%
44 NFLX 0.38% 84,229 $101M $1,198.92 -$15M -2,192 -2.5%
45 BAC 0.38% 1,947,014 $100M $51.59 $6M -45,349 -2.3%
46 VOO 0.36% 157,995 $97M $612.38 $6M -1,715 -1.1%
47 VTI 0.36% 289,232 $95M $328.17 $3M -13,790 -4.5%
48 KO 0.34% 1,378,095 $91M $66.32 -$11M -75,841 -5.2%
49 VB 0.34% 357,115 $91M $254.28 $16M +40,390 +12.8%
50 QQQ 0.33% 143,840 $86M $600.37 $12M +8,643 +6.4%
51 CORZ 0.31% 4,630,416 $83M $17.94 $5M +52,650 +1.1%
52 IBM 0.31% 292,354 $82M $282.16 -$6M -7,610 -2.5%
53 VONG 0.31% 676,807 $82M $120.50 $2M -54,066 -7.4%
54 MRK 0.31% 966,673 $81M $83.93 $2M -38,732 -3.9%
55 ADP 0.30% 270,753 $79M $293.50 -$7M -8,877 -3.2%
56 IEMG 0.30% 1,204,751 $79M $65.92 $14M +121,542 +11.2%
57 VGK 0.28% 939,117 $75M $79.80 $4M +26,435 +2.9%
58 IVE 0.28% 360,866 $75M $206.51 $2M -10,169 -2.7%
59 BND 0.27% 972,353 $72M $74.37 -$5M -79,349 -7.5%
60 IWM 0.27% 296,480 $72M $241.96 $8M +2,520 +0.9%
61 MCD 0.26% 231,255 $70M $303.89 -$2M -14,552 -5.9%
62 AJG 0.26% 222,225 $69M $309.74 -$14M -35,472 -13.8%
63 PM 0.26% 423,177 $69M $162.20 -$9M -3,100 -0.7%
64 DGRW 0.26% 764,951 $68M $88.96 $4M -2,406 -0.3%
65 PEP 0.26% 482,971 $68M $140.44 $1M -22,652 -4.5%
66 EMR 0.25% 506,007 $66M $131.18 -$1M -3,012 -0.6%
67 UNH 0.25% 192,136 $66M $345.30 $1M -15,816 -7.6%
68 UTHR 0.25% 157,952 $66M $419.21 $20M -4,028 -2.5%
69 TJX 0.25% 455,546 $66M $144.54 $7M -21,306 -4.5%
70 TPR 0.25% 576,359 $65M $113.22 -$423K -171,600 -22.9%
71 VUG 0.24% 134,169 $64M $479.61 $4M -3,483 -2.5%
72 RSP 0.24% 335,850 $64M $189.70 $2M -5,317 -1.6%
73 DFAC 0.24% 1,634,047 $63M $38.57 $2M -61,944 -3.6%
74 INTU 0.24% 92,211 $63M $682.91 -$10M -745 -0.8%
75 WFC 0.24% 748,447 $63M $83.82 -$3M -66,200 -8.1%
76 NEE 0.24% 828,839 $63M $75.49 $3M -27,070 -3.2%
77 BSV 0.23% 782,989 $62M $78.91 -$93K -3,266 -0.4%
78 DVY 0.23% 433,305 $62M $142.10 $3M -7,245 -1.6%
79 GE 0.23% 202,422 $61M $300.82 $7M -6,804 -3.2%
80 GS 0.23% 76,048 $61M $796.35 $4M -3,991 -5.0%
81 VGLT 0.23% 1,058,963 $60M $56.86 $7M +105,808 +11.1%
82 AVUV 0.22% 595,798 $59M $99.53 $4M -14,848 -2.4%
83 VWO 0.22% 1,092,918 $59M $54.18 -$18M -474,479 -30.3%
84 VO 0.22% 200,467 $59M $293.74 $4M +3,237 +1.6%
85 BLK 0.22% 50,125 $58M $1,165.87 $3M -2,509 -4.8%
86 AXON 0.21% 77,426 $56M $717.64 -$5M +3,713 +5.0%
87 T 0.21% 1,937,644 $55M $28.24 -$3M -65,741 -3.3%
88 VGT 0.20% 72,454 $54M $746.63 $2M -5,581 -7.2%
89 IWR 0.20% 556,927 $54M $96.55 $4M +12,030 +2.2%
90 XLK 0.20% 189,366 $53M $281.86 $6M +2,980 +1.6%
91 UNP 0.20% 224,891 $53M $236.37 -$6M -31,558 -12.3%
92 PLTR 0.20% 288,630 $53M $182.42 $13M +1,077 +0.4%
93 AXP 0.20% 158,136 $53M $332.16 -$3M -16,375 -9.4%
94 CWST 0.20% 550,557 $52M $94.88 -$5M +55,821 +11.3%
95 GLW 0.19% 622,823 $51M $82.03 $18M -6,357 -1.0%
96 DIS 0.19% 443,053 $51M $114.50 -$7M -21,919 -4.7%
97 GLD 0.19% 140,003 $50M $355.47 $7M -40 -0.0%
98 C 0.19% 488,318 $50M $101.50 $6M -18,863 -3.7%
99 DGRO 0.18% 720,766 $49M $68.08 $9M +101,003 +16.3%
100 LPLA 0.18% 145,218 $48M $332.69 -$8M -3,957 -2.6%

New Positions

SymbolValue% Port
LDRX $5M 0.02%
VNOM $2M 0.01%
COMM $1M —%
PTRN $890K —%
PSKY $709K —%
DMBS $689K —%
NUS $393K —%
JMTG $384K —%
PENG $383K —%
BKDV $321K —%
HYBB $296K —%
TIC $276K —%
TACK $239K —%
GLBKV $212K —%
XMPT $183K —%

Sold Out Positions

SymbolValue% Port
MX —%
HY —%
EVN —%
MCB —%
CHPT —%
SSB —%
CBLL —%
KINS —%
AROW —%
CRVS —%
BBCP —%
IAK —%
NFE —%
QTRX —%
PSL —%
View SEC EDGAR Filings for COMERICA BANK →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms